Understanding and managing offshore tax and tax efficient investments, together with your overall tax position, are an essential part of looking after your wealth. As a Citi International Personal Bank client, you may benefit from an introduction to the tax specialists at Deloitte. This will most likely be suitable where you have a specific need, arising from, say, a change in your personal circumstances or a commercial transaction.
If you consider that you may benefit from such advice, please discuss this with your Relationship Manager in the first instance who will then make the initial contact with Deloitte on your behalf. Some initial details will be provided to enable Deloitte to consider the most suitable way forward. This will be followed by a meeting or a telephone conversation between you and a relevant specialist at Deloitte to discuss your position and explore whether you could benefit from entering into an advisory relationship with them.
See how a Tax Review could help you reach your financial goals
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Deloitte Private Client Services comprises 23 partners and 300 people who are wealth management experts, specialising in advising wealthy individuals and entrepreneurs across multiple jurisdictions. In particular, they have a US High Net Worth team based in London (1 partner and 35 professionals), specialising in the interaction of UK and US taxes.
Their clients' affairs are complex and diverse and the skill set of each individual in their team is developed to match the needs of their clients, both from a technical, and also the wider commercial, perspective. They are wealth managers who are able to deliver tailored solutions, calling upon the expertise of the Deloitte network, both in the UK and in other member firms across the globe.
Visit the Deloitte website.